Learn how to seamlessly track new leads from Google Lead Ads to Salesforce CRM using Pabbly Connect with this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Google Lead Ads and Salesforce Integration
To track new leads from Google Lead Ads to Salesforce CRM, you will need to access Pabbly Connect. Start by opening your web browser and searching for ‘Pabbly.com/connect’. This will take you to the Pabbly Connect landing page where you can either sign in or sign up for free.
If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users should click on ‘Sign in’. Once signed in, you will see all the Pabbly tools, but today we will focus on Pabbly Connect to facilitate the integration process.
2. Creating a Workflow in Pabbly Connect
After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to choose between the new workflow builder and the classic builder. For this tutorial, select the new workflow builder for a more modern experience.
- Click on ‘Create Workflow’.
- Enter a name for your workflow, such as ‘Track New Leads from Google Lead Ads to Salesforce CRM’.
- Select the folder to save your workflow.
Once you have named your workflow, click ‘Create’. This will take you to the workflow window where you will set up your trigger and action. Remember, the trigger will be Google Ads and the action will be Salesforce.
3. Setting Up the Trigger for Google Lead Ads
In the workflow window, click on ‘Add Trigger’ and select Google Ads as your trigger application. For the trigger event, choose ‘New Lead Form Entry’. This will initiate the workflow whenever a new lead is generated.
After selecting the trigger event, click ‘Connect’. Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect Google Ads to Pabbly Connect.
- Open your Google Ads account and navigate to the lead delivery options.
- Paste the copied webhook URL into the appropriate field.
- Send test data to ensure the connection works.
Once the test data is successfully sent, return to Pabbly Connect to verify that the response has been captured. You should see the test lead details reflected in your workflow.
4. Adding Salesforce as the Action in Pabbly Connect
After confirming that the trigger is set up correctly, it’s time to add Salesforce as the action application. Click on ‘Add Action Step’ and select Salesforce from the list.
For the action event, choose ‘Create Lead’ and click ‘Connect’. You will need to enter your Salesforce account credentials to establish a connection. Once connected, you can map the lead details from Google Ads to Salesforce using Pabbly Connect.
Map the first name, last name, company name, email, and phone number from the Google Ads lead data. Set the lead source as ‘Web’ and the status as ‘Open’. Click ‘Save and Send Test Request’ to create the lead in Salesforce.
After the test request is sent, check your Salesforce account to confirm that the new lead has been created successfully with all the mapped details.
5. Finalizing the Automation with Pabbly Connect
With the lead successfully created in Salesforce, you have completed the automation process. Whenever a new lead is generated from Google Ads, Pabbly Connect will automatically add the lead details into your Salesforce account without any manual intervention.
This seamless integration helps your sales team follow up with leads promptly. You can now relax as this workflow runs in the background, ensuring that no leads are missed.
To try this automation for your own business, sign up for a free trial of Pabbly Connect. If you have any questions or need assistance, feel free to reach out to the Pabbly community for support.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to track new leads from Google Lead Ads to Salesforce CRM. This integration streamlines lead management, ensuring that your sales team can act swiftly on new opportunities. Start automating your workflows today with Pabbly Connect!
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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